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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$120M
2
SG
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$420M
4
LPL Financial
LPL Financial
California
$872M
5
Morgan Stanley
Morgan Stanley
New York
$624M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.94B
2
BlackRock
BlackRock
New York
$41.4M
3
SRA
Summit Rock Advisors
New York
$0
4
RJA
Raymond James & Associates
Florida
$20.7M
5
IAN
Integrated Advisors Network
Texas
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
176
TriaGen Wealth Management
California
$1.69M -$6.45K -85 -0.4%
ES
177
Eagle Strategies
New York
$1.69M -$86.8K -1,144 -5%
Mariner
178
Mariner
Kansas
$1.67M +$171K +2,253 +11%
MWM
179
Mascoma Wealth Management
New Hampshire
$1.66M +$742K +9,773 +81%
MSAM
180
Moloney Securities Asset Management
Missouri
$1.62M +$181K +2,388 +13%
LFS
181
Legacy Financial Strategies
Kansas
$1.55M – – –
FHC
182
First Heartland Consultants
Missouri
$1.51M -$31K -409 -2%
APWM
183
Atlas Private Wealth Management
New York
$1.49M -$38.1K -502 -2%
Citigroup
184
Citigroup
New York
$1.45M -$357K -4,713 -20%
NA
185
NewEdge Advisors
Louisiana
$1.44M +$130K +1,713 +10%
MCA
186
Magnolia Capital Advisors
Mississippi
$1.41M -$1.41M -18,543 -50%
FFG
187
Ford Financial Group
California
$1.39M -$1.06M -13,994 -43%
TVAMP
188
Tennessee Valley Asset Management Partners
Tennessee
$1.38M +$71.5K +943 +5%
EFL
189
ERn Financial LLC
Wisconsin
$1.38M -$77.7K -1,025 -5%
MIAN
190
Mariner Independent Advisor Network
Kansas
$1.35M +$522K +6,883 +63%
IA
191
IFP Advisors
Florida
$1.34M +$924K +16,911 +222%
WPWM
192
Windward Private Wealth Management
Kansas
$1.34M +$270K +3,564 +25%
First Manhattan
193
First Manhattan
New York
$1.28M -$9.48K -125 -0.7%
NIG
194
NFJ Investment Group
Texas
$1.28M +$992K +13,075 +349%
FA
195
Fortis Advisors
Pennsylvania
$1.23M +$5.92K +78 +0.5%
WP
196
Wealthspan Partners
Iowa
$1.23M +$32.8K +432 +3%
SLA
197
Silver Lake Advisory
Utah
$1.21M -$9.33K -123 -0.8%
SW
198
SVB Wealth
Massachusetts
$1.21M +$344K +4,532 +40%
MFA
199
Morling Financial Advisors
California
$1.19M +$1.19M +15,668 New
PFM
200
Phillips Financial Management
Indiana
$1.18M +$11.2K +147 +1%
6 7
8
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